JP Morgan Chase
DLTR icon

JP Morgan Chase’s Dollar Tree DLTR Stock Holding History

JP Morgan Chase’s Portfolio DLTR Stock Details DLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.23M Sell
40,000
-140,000
-78% -$17.1M ﹤0.01% 3475
2025
Q4 		$22.1M Hold
180,000
– – ﹤0.01% 1980
2025
Q3 		$17M Buy
180,000
+42,500
+31% +$4.55M ﹤0.01% 2231
2025
Q2 		$13.6M Sell
137,500
-190,000
-58% -$16.4M ﹤0.01% 2279
2025
Q1 		$24.6M Sell
327,500
-900
-0.3% -$64.4K ﹤0.01% 1755
2024
Q4 		$24.6M Buy
328,400
+162,500
+98% +$11.2M ﹤0.01% 1843
2024
Q3 		$11.7M Buy
165,900
+135,900
+453% +$12.4M ﹤0.01% 2479
2024
Q2 		$3.2M Buy
+30,000
New +$3.54M ﹤0.01% 3393
2023
Q3 		– Sell
-2,200
Closed -$316K – 7512
2023
Q2 		$316K Buy
+2,200
New +$324K ﹤0.01% 4783
2023
Q1 		– Sell
-45,200
Closed -$6.39M – 6798
2022
Q4 		$6.39M Sell
45,200
-60,000
-57% -$8.93M ﹤0.01% 2627
2022
Q3 		$14.3M Buy
105,200
+95,000
+931% +$14.8M ﹤0.01% 1856
2022
Q2 		$1.59M Buy
10,200
+10,000
+5,000% +$1.58M ﹤0.01% 3728
2022
Q1 		$32K Sell
200
-60,000
-100% -$8.49M ﹤0.01% 5938
2021
Q4 		$8.46M Hold
60,200
– – ﹤0.01% 2605
2021
Q3 		$5.76M Buy
60,200
+200
+0.3% +$19.2K ﹤0.01% 2919
2021
Q2 		$5.97M Buy
+60,000
New +$6.52M ﹤0.01% 2905
2020
Q2 		– Sell
-20,600
Closed -$1.51M – 5435
2020
Q1 		$1.51M Hold
20,600
– – ﹤0.01% 3141
2019
Q4 		$1.94M Hold
20,600
– – ﹤0.01% 3410
2019
Q3 		$2.35M Buy
20,600
+10,600
+106% +$1.11M ﹤0.01% 3311
2019
Q2 		$1.08M Sell
10,000
-22,300
-69% -$2.35M ﹤0.01% 3815
2019
Q1 		$3.39M Sell
32,300
-44,200
-58% -$4.34M ﹤0.01% 2913
2018
Q4 		$6.91M Sell
76,500
-48,500
-39% -$4.1M ﹤0.01% 2308
2018
Q3 		$10.2M Buy
125,000
+122,000
+4,067% +$10.7M ﹤0.01% 2194
2018
Q2 		$255K Buy
+3,000
New +$277K ﹤0.01% 4465
2018
Q1 		– Sell
-50,000
Closed -$5.37M – 5440
2017
Q4 		$5.37M Sell
50,000
-141,000
-74% -$13.8M ﹤0.01% 2628
2017
Q3 		$16.4M Sell
191,000
-110,100
-37% -$8.4M ﹤0.01% 1653
2017
Q2 		$21.1M Buy
301,100
+135,800
+82% +$10.5M ﹤0.01% 1419
2017
Q1 		$13M Buy
165,300
+136,800
+480% +$10.5M ﹤0.01% 1749
2016
Q4 		$2.2M Buy
+28,500
New +$2.29M ﹤0.01% 3007
2016
Q1 		– Sell
-15,000
Closed -$1.16M – 4714
2015
Q4 		$1.16M Buy
+15,000
New +$1.05M ﹤0.01% 3055
2015
Q1 		– Sell
-329,600
Closed -$23.2M – 4105
2014
Q4 		$23.2M Buy
329,600
+229,600
+230% +$14.5M 0.01% 1380
2014
Q3 		$5.61M Buy
+100,000
New +$5.51M ﹤0.01% 2295

Other funds holding DLTR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MRL
Mantle Ridge LP New York $1.33B AUM 11.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase's DLTR Position: Q1 2026 in Review

JP Morgan Chase reduced its Dollar Tree (DLTR) stake by 1.4% in Q1 2026, selling an estimated $1.5M and leaving 843,802 shares worth $89.2M. The position accounts for 0.01% of the portfolio, ranked #1048.

JP Morgan Chase first reported a position in DLTR in Q2 2013 and has held it in 52 quarters since. The position peaked at $730M in Q4 2017. 852 funds tracked by Wall St. Rank hold DLTR as of Q1 2026.

  • JP Morgan Chase held 843,802 shares of Dollar Tree worth $89.2M as of Q1 2026.
  • JP Morgan Chase sold 12,315 Dollar Tree shares in Q1 2026, an estimated $1.5M.
  • Dollar Tree made up 0.01% of JP Morgan Chase's portfolio in Q1 2026, its #1048 holding.
  • JP Morgan Chase first reported a position in Dollar Tree in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's Dollar Tree position peaked at $730M in Q4 2017.
  • 852 funds tracked by Wall St. Rank held Dollar Tree as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.